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DAM’s Wealth Management:
Your Future In Secure Hands

Everybody wants their finances to be looked after with care and good sense. At DAM, our wealth management consultants will work tirelessly to manage your funds and set you up perfectly for retirement. 

How does the process of making an investment work? 

There are four stages to the financial planning process, with the first cost of the initial consultation borne by us:

  1. Initial consultation
  2. Financial review and recommendation
  3. Policy arrangement and implementation
  4. Review – ongoing care and advice through our ongoing management service

We’ve worked with clients over the last 12 years with a range of different preferences for how their money is invested, so we’re no stranger to meeting your preferences. 

Whether you’d like to see your money invested in low risk funds, high risk funds, ethical funds, climate change funds, Shariah funds or any other specific fund you’ve been recommended, we can arrange that for you to look after your money in the way you think right. 

What is the cost like for these services?

Our rates are more competitive than many other wealth management consultants, a fact we are particularly proud of. The costs of lump sum investments with DAM are based on a percentage of the amount you invest with a 0.5% ongoing fee.

We also offer additional services for clients on our Reactive service to give them the option of taking them up if they would like to. These are charged at separate fixed cost rates to keep things simple and our menu of additional services is available upon request.

What does the ongoing management of my funds look like?

We have three different levels of wealth management, based on the value of your investments. This ensures that you receive the updates you need, while never feeling overwhelmed with unnecessary information. Across all investment bands you will have access to our wealth management support team and be able to speak to a member of the team whenever you pick up the phone to us.

The three service levels we provide are:

  • REACTIVE
  • STANDARD
  • PREMIUM

 

What does the REACTIVE service look like?

Dam's REACTIVE service is desinged for investments between £1-£99,999.00 and includes:

  • Access to our support team
  • Ongoing correspondence
  • Provision of information on request

 

 

What does the STANDARD service look like?

DAM's Standard service is designed for investments between £100,000 and £199,999. This level of service includes:

  • Access to our support team
  • Ongoing correspondence
  • Provision of information on request
  • Annual review of your investment(s) in writing provided by post or email
  • No additional fees for updating your file
  • Additional mid-term reviews available (for an extra cost)
  • Portfolio rebalancing available annually (only on request)
  • Opportunity to arrange an annual face-to-face review meeting (for an extra cost)
  • On-going access to your adviser
  • Estate planning (for an extra cost)

What does the PREMIUM service look like?

DAM's Premium service is designed for investments over £200,000. This level of service includes:

  • Access to our support team
  • Ongoing correspondence
  • Provision of information on request
  • Review of your investment(s) in writing provided by post or email (on request)
  • No additional fees for updating your file
  • Additional mid-term reviews available (for no extra cost)
  • Portfolio rebalancing available annually (annually or on request)
  • Opportunity to arrange an annual face-to-face review meeting (for noextra cost)
  • On-going access to your adviser
  • Estate planning (for an extra cost)
  • Pro-active advice from DAM
  • Notification from DAM when we feel you should consider any new opportunities we think appropriate for you
  • Quarterly newsletters

What do current wealth management clients have to say about the service?

We won’t just tell you ourselves how happy our clients are with our wealth management service. Here, three current clients explain what they have thought of the way we’ve looked after their money:

 

“The financial planning process at DAM has always ran smoothly for me and I like how the process is very transparent. It’s normally all very easy to understand and in any instance when it isn’t, the advisers at DAM are on hand to explain everything in clear and simple terms without sounding too patronising.”

Bryan Wilson

 

“I have known Russell and Davidson Asset Management for 14 years, firstly managing the pension scheme for my company, and then managing my personal finances since 2004. For the last ten years DAM have provided excellent guidance in how to get good returns on my investments, including advising me through the difficult years of the financial crash. I would recommend them to anyone for their professional and personal approach.”

David Plumb

 

“My pension arrangements were not well managed and needed sorting out. Thankfully, Russell has over the years I have known him managed my pension details very well and improved the returns substantially. I am now in a far stronger position with a clear plan as I head toward retirement.”

Michael North

To enquire about our wealth management or to set up your free initial consultation, please get in touch.

You can reach us by emailing info@damgoodpensions.com or by phoning 0141 222 2045